Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Infuse Partners's investment thesis on Shelly Group AD ($SLYG.F) — Q4 2024 | Buyside Digest

All Pitches

View Letter Analysis

$SLYG.FNASDAQShelly Group AD

BULL

Infuse Partners—SLYG.F

Fund Letter

Q4 2024

Published December 31, 2024

View Fund Profile

$66.50USD

—

$66.50Pitched

+0.0% since pitch

Market Cap$1.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Shelly Group is expanding its total addressable market by partnering with Samsung to embed low-cost, high-functionality smart chips into consumer appliances. The manager expects...

— Ryan Reeves

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $SLYG.F, and what else Infuse Partners is buying.

Other pitches on $SLYG.F

Other investors who've written on Shelly Group AD

No other institutional pitches found for this ticker yet.

View all $SLYG.F pitches →